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Sigma Planning Corp’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

Sigma Planning Corp’s Portfolio XSHD Stock Details XSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-55,535
Closed -$729K – 1476
2026
Q1 		$729K Buy
+55,535
New +$744K 0.02% 696

Other funds holding XSHD

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Sigma Planning Corp's XSHD Position: Q2 2026 in Review

Sigma Planning Corp sold out of Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q2 2026, closing a stake of 55,535 shares — an estimated $729K sold.

Sigma Planning Corp first reported a position in XSHD in Q1 2026 and held it in 1 quarter. The position peaked at $729K in Q1 2026. 36 funds tracked by Wall St. Rank hold XSHD as of Q2 2026.

  • Sigma Planning Corp reported no remaining Invesco S&P SmallCap High Dividend Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 55,535 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q2 2026, an estimated $729K.
  • Sigma Planning Corp first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q1 2026 and held it in 1 quarter.
  • Sigma Planning Corp's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $729K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.